Share a Visual Task Board in a Connect conversation

You can share a Visual Task Board in a Connect Chat or Connect Support conversation.

Before you begin

Role required: none

Procedure

  1. Navigate to Self-Service > Visual Task Boards.
  2. Drag a task board to a Connect mini window.
    A link to the task board appears in the conversation. The task board is also listed in the conversation tools, which are visible in the Connect workspace. Only conversation members who are members of the board can access it. If you share a task board in a record conversation, it appears as a URL in the record activity stream.